Vendors Import

Download Template: Vendors Template.xlsx

The Vendors Import Template will need to be sent to us via [e-mail]. We will notify you as soon as we have them imported into your system.

Column Headers	Notes	Header Required?
Vendor Name		Yes
Payment Terms	Must have payment terms created in Service Fusion prior to import. Found under My Office > Payments.	No
Active	Yes/No	No
Private Notes		No
Public Notes		No
Street Address		No
Unit		No
City		No
State		No
Zip		No
Prefix		No
First Name		No
Last Name		No
Suffix		No
Department		No
Job Title		No
Phone Type	Must be: Mobile, Home, Work, or Other.	No
Number		No
Ext		No
Email Type	Must be: Personal, Business, or Other.	No
Email Address		No